Ignite Planners’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $801K | Buy |
23,282
+1,704
| +8% | +$58.6K | 0.14% | 154 |
|
|
2025
Q1 | $663K | Buy |
21,578
+8,832
| +69% | +$271K | 0.13% | 159 |
|
|
2024
Q4 | $430K | Buy |
12,746
+3,287
| +35% | +$111K | 0.09% | 196 |
|
|
2024
Q3 | $313K | Buy |
9,459
+1,340
| +17% | +$44.4K | 0.07% | 224 |
|
|
2024
Q2 | $245K | Buy |
8,119
+129
| +2% | +$3.9K | 0.06% | 243 |
|
|
2024
Q1 | $251K | Buy |
+7,990
| New | +$251K | 0.07% | 241 |
|